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6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-05 |
Branch Locations
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Audi Allentown | Allentown | PA | 08/2018 | 08/2021 |
| Creighton University | Omaha | NE | 08/2014 | 05/2018 |
| Creighton Fund | Omaha | NE | 01/2015 | 05/2018 |
| New Water | Green Bay | WI | 05/2015 | 03/2018 |
| Cadaret, Grant & Co., Inc. | Williamsville | NY | 11/2022 | 07/2025 |
| Unemployed | Easton | PA | 09/2021 | 11/2022 |
| Wny Asset Management, Llc | Williamsville | NY | 11/2022 | Present |
| Wny Asset Management, Llc | Williamsville | NY | 02/2025 | Present |
| Audi Allentown | Allentown | PA | 08/2018 | 12/2018 |
| Lpl Financial Llc | Williamsville | NY | 07/2025 | Present |
1- 07/2025 - WNY Tax Planners LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 0 hours per month/ during trading 2- 07/2025 - WNY Asset Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/07/2022 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-14 |
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